ADVISORY TEAM OF THE YEAR (FEWER THAN 10 STAFF)


 

Description

This award recognizes the most outstanding advisory team or office Fewer than 10 staff (including full-time equivalents, advisors and support staff) that has displayed excellence over the last 12 months. 

Advisory teams or offices may nominate themselves and the WPA team will also consider input from peers, partners, and clients. 

 

When judging this category, the following criteria will be considered:

Year over year AUM growth

Employee value proposition (business development support, marketing support, education, training, philanthropy)

Overall client service and relationship management

Growth strategy

Spirit of innovation with use of wealth technology and digital platforms/tools

Industry reputation

Special thanks to our sponsors

  • WP-Awards-Sponsor_Keymedia.png
  • WPA-cetfa.png
  • WP-Awards-Sponsor_Invesco-Canada.png
  • WP-Awards-SiaCharts-Inc.png
  • WP-Awards-centurion.png
  • WP-Awards-Sponsor_Wealth-Professional-Canada.png
  • WP-Awards-Sponsor_AGF.png
  • WP-Awards-SponsorMackenzie-Investments.png
  • WP-Awards-Sponsor_IFSE-Institute.png
  • WPA-Advocis.png
  • WP-Awards-Sponsor_Equisoft.png
  • WP-Awards-Sponsor_BlackRock.png
  • WP-Awards-Sponsor_ICM.png
  • WP-Awards-Sponsor_TMX-Group.png
  • WP-Awards-Sponsor_Harbourfront-Wealth-Management.png
  • WP-Awards-Sponsor_Franklin-Templeton.png
  • WP-Awards-Sponsor_Mandeville-Private-Client-Inc.png
  • WP-Awards-Sponsor_Nour-Private-Wealth.png

Stay Up to Date

Be sure to receive all updates about the Wealth Professional Awards as they happen, by signing up to our mailing list.

No spam, and unsubscribe anytime.

Copyright © 2020 Wealth Professional Awards